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November 26, 2025

What is the cleanest way to play the Chinese stimulus?

  Theme of the Week We recently returned from a week-long trip to Hong Kong and Shenzhen. We were planning on updating you on HK property developers, a theme we...
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November 20, 2025

We have our next Happy Hour this Friday!

KEDM WEEKLY A final reminder that this Friday, November 21st, 4:15pm ET, we are hosting Erik Renander from YWR on KEDM Happy Hour. Erik is one of our favorite independent...
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October 8, 2025

Markets usually crash from debt bros doing really stupid things

Some highlights from this weekend’s Event Driven Monitor Have a friend with an ED (“Event-Driven”) problem?  Forward this newsletter to them and they can sign up for their own ED fix...
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October 2, 2025

Sometimes the best thing to do is absolutely nothing

Some highlights from this weekend’s Event Driven Monitor Have a friend with an ED (“Event-Driven”) problem?  Forward this newsletter to them and they can sign up for their own ED fix...
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September 25, 2025

The signs that an IPO window may be closing

Some highlights from this weekend’s Event Driven Monitor Have a friend with an ED (“Event-Driven”) problem?  Forward this newsletter to them and they can sign up for their own ED fix...
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September 17, 2025

From Yoga Pants to Oil Rigs: Supply, Demand, and the Bruised-Toe Test of Real Assets

Some highlights from this weekend’s Event Driven Monitor Have a friend with an ED (“Event-Driven”) problem?  Forward this newsletter to them and they can sign up for their own ED fix...
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